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Managing Rules

Creating a Rule​

To create a rule:

  1. Navigate to the Rule Editor section of the dashboard
  2. Click on the Create Rule button to open the rule creation page.
  3. Fill in the required fields:
  • Rule Name: Friendly name for the rule. This is what will be displayed in the dashboard.
  • Description: A brief description of the rule. This is optional but recommended for clarity.
  • Status: Toggle between Disabled and Enabled. By default, rules are created in a disabled state.
  • Trigger Event: The event that will trigger the rule. This could be an action taken by the user, such as completing a mission or having an attribute value change.
  • Conditions: Define the conditions that must be met for the rule to be triggered. You can use logical operators (AND, OR) to combine multiple conditions.
    • Filters: Select the filters that will be applied to the incoming event. For example, if the triggering event is "user completes a quiz," you can filter by quiz ID.
    • Queries: Define the queries that will be used to evaluate the conditions. This could include checking attribute values, membership of other segments, or other criteria.
  • Actions: Define the actions that will be taken when the rule is triggered. This could include updating an attribute, or enrolling a user in a mission.
  1. Click on the Save Rule button to create the rule.

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Edit a Rule​

  1. Navigate to the Rule Editor section of the dashboard
  2. Click on the Edit button next to the rule you want to edit.
  3. Edit the Rule settings as needed.

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